TECHNICAL & INDUSTRY SPECIALIZATION

Industries We Specialize In

We partner with customers across manufacturing, distribution, logistics, retail, CPG, construction, and heavy industry. Clients choose KINETIQ to build Microsoft-native data, automation, and AI solutions for finance, operations, and supply chain.

INDUSTRIES WE SERVE

Solution Specialists Who Know Your Industry

MANUFACTURING

Discrete Manufacturing

Manufacturing plant

Planning: Run S&OP and S&OE on connected demand, supply, inventory, and capacity data.

Analytics: Track OEE, scrap rates, and work order throughput in real time, by plant, by line, by shift.

Exception Management: Get flagged the moment a supplier delay or quality hold puts a production order or customer commitment at risk.

AI: Ask your data which SKUs or work orders are at risk this week, without building a query or a report.

Predictive Maintenance: Use machine and sensor data to catch equipment issues before they cause unplanned downtime.

DISTRIBUTION & LOGISTICS

Distribution & Logistics

Planning: Run demand and inventory planning together, so replenishment reflects and anticipates sales.

Analytics: Track fill rate, on-time delivery, and warehouse throughput by DC, by route, by carrier.

Exception Management: Get flagged the moment a carrier delay or inventory shortfall puts a customer order at risk.

AI: Ask your data which SKUs are at risk of stockout in a given DC, without building a report.

Inventory Optimization: Know what to stock, where to stock it, and how much to hold, based on current demand and supply signals.

HEAVY INDUSTRY

Heavy Equipment Dealers

Planning: Plan parts inventory, service capacity, and equipment rental fleets on the same data, so availability matches demand across locations.

Analytics: Track parts fill rate, technician utilization, and equipment uptime by location and by fleet.

Exception Management: Get flagged the moment a parts shortage or service backlog puts a customer commitment at risk.

AI: Ask your data which equipment or parts are at risk of a service delay this week, without building a report.

Predictive Maintenance: Use equipment telemetry to flag maintenance needs before a breakdown takes a machine out of service.

MANUFACTURING

Process Manufacturing

Planning: Run S&OP and production planning on connected demand, formulation, and capacity data, so plans stay aligned as conditions change.

Analytics: Track yield, batch consistency, and line throughput by plant, by line, by shift.

Exception Management: Get flagged the moment a quality deviation or ingredient shortage puts a batch or customer order at risk.

AI: Ask your data which batches or lines are at risk of a yield issue this week, without building a report.

Quality & Yield Analysis: Connect quality, yield, and production data to spot patterns behind variance and waste before they recur.

RETAIL & CPG

Retail & CPG

Groceries store

Planning: Run demand and trade promotion planning on connected sales, inventory, and retailer data.

Analytics: Track sell-through, fill rate, and inventory position by SKU, by channel, by retailer.

Exception Management: Get flagged the moment a demand spike, fulfillment delay, or chargeback risk threatens a retailer commitment.

AI: Ask your data which SKUs are at risk of a stockout or markdown this week, without building a report.

Margin & Trade Spend Analysis: See the true cost-to-serve and promotional ROI by SKU, by customer, by channel.

CONSTRUCTION

Construction

Construction workers in front of site

Planning: Run project, materials, and labor planning on connected job cost, procurement, and schedule data.

Analytics: Track job cost variance, EAC (estimate at complete), labor utilization, and equipment usage by project, by crew, by site.

Exception Management: Get flagged the moment a material delay or cost overrun puts a project milestone or margin at risk.

AI: Ask your data which projects are trending over budget this week, without building a report.

Equipment & Fleet Utilization: See which equipment is idle, in use, or due for maintenance across every job site.

CONTRACTORS & FIELD SERVICES

Contractors & Field Services

Planning: Run capacity and workforce planning on connected job, demand, and backlog data.

Analytics: Track first-time fix rate, technician utilization, and job margin by crew, by location, by service type.

Exception Management: Get flagged the moment a parts delay or missed SLA puts a job or customer commitment at risk.

AI: Ask your data which jobs are at risk of missing an SLA this week, without building a report.

Job Costing & Profitability: See true margin by job, by technician, and by service line, as work happens.

THE KINETIQ FRAMEWORK, APPLIED TO YOUR INDUSTRY

A Proven System, Adapted to Your Industry and Your Business.

Proven frameworks to deliver connected data, automation, and AI solutions for finance, operations, and supply chain. Our team of experts partners with customers to tailor these solutions to how your business operates.

1
DATA FOUNDATIONS

Data Engineering & Analytics

We connect data from across your systems into a single foundation on Microsoft Fabric. We implement scalable architecture that acts as the connective tissue for the planning, automation, and AI built on top of it.
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- Data infrastructure & governance
- Data ingestion, data quality, and warehousing
- Analytics, reporting, alerting, and AI -readiness

2
FINANCE

Financial Planning & Budgeting

We connect budgeting, forecasting, and financial planning to that same data foundation, enabling driver-based planning, variance analysis, what-if scenario modeling, and real-time analytics all in the same platform.
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- Driver-based P&L planning and FP&A workflows
- Balance sheet & cash flow planning
- CapEx and workforce planning
- Variance analysis and what-if scenario planning

3
OPERATIONS & SUPPLY CHAIN

Operations & Supply Chain Planning

We connect demand, supply, and capacity planning to that same data foundation, keeping operational and financial plans aligned.

- Demand, supply, inventory, & capacity planning
- S&OP, SIOP, S&OE, and IBP workflows
- Labor, workforce, & field service planning
- Distribution planning and inventory optimization
- Fleet planning & utilization
- Contract & project forecasting and EAC analytics

4
CONNECTED INTELLIGENCE

Automation & AI

We build AI-powered, automated workflows that connect context to action on the same data foundation built in step one, streamlining repeatable tasks and keeping your team in the loop for the decisions that need judgment.

- Intelligent exception management workflows
- Rules-based alerting & routing
- Governed planning workflows & approvals

Testimonials

What our clients are saying

As the CEO of a healthcare company, Advaita Health Ventures, I can confidently say that the KINETIQ team have revolutionized our decision-making processes. Through their expertise, we now leverage real-time data to enhance both our financial performance and patient outcomes. Their deep understanding of interoperability has been a game-changer, allowing us to redesign our processes with greater efficiency and significantly reduced leakage.

Tripp Johnson
CEO & Founder

Power BI is a powerful FP&A tool that allows us to do planning, combine data from multiple sources and create a unified view of financial and operational data, enabling comprehensive analysis and insights. Just like any other tool, we can only use it if we know how to. KINETIQ helped us fill this gap by training me and my team to learn the basic. They customized the training program that fit our goals and helped us understand and become familiar with the dataset. The hands-on training and interactive engagement made it an exciting experience for all of us. We learned a valuable skill. Thank you, KINETIQ!

Mery Lim
Financial Planning Manager

We've experienced a transformative journey with KINETIQ, whose expertise in automation shifted our business from tedious, time-consuming tasks to efficient, automated processes. Their assistance allowed us to increase our speed and accuracy, improving our overall working environment. We've seen a rise in productivity and morale, as our team can now focus on strategic initiatives. KINETIQ has truly revolutionized our operations and working culture. We unequivocally recommend them to any organization looking to streamline and automate their business processes.

Matthew Sypa
VP of Technology Transformation

The KINETIQ team has helped Lodestar supercharge its FP&A game, by helping build out several valuable, and detailed reports in Power BI and SQL. Their ability to data science and finance in a way that delivers fast, accurate and highly valuable insights means that I'm able to provide better quality to my clients with minimal effort, meaning I spend less time modelling and more time focused on strategy.  KINETIQ go above and beyond to support their client's needs, are highly professional, and are generally a pleasure to work with. I would recommend KINETIQ to any business seeking the highest quality professionals to guide them on best-in-class automation and data solutions.

Gabriel Andres
Founder & Fractional CFO

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